It is misleading for an employee to see one balance on their dashboard and another in their planner for the amount of days they can take as holiday. It would be good for them to be able to see the Holiday balance and any remaining TOIL on their dashboard so that the information is all in the one place at a glance.
Describe the Challenge | The planner and the dashboard match in terms of the information that they are displaying so there is less confusion and the information relating to time available to take off is is all in the one place. |
Holiday/ TOIL Improvements
We’re excited to share highly requested updates to PeopleHR that enhance the clarity and usability of Holiday and TOIL monitoring for all users, based on your feedback.
What’s New:
Separate Holiday & TOIL Views: Holiday and TOIL balances now have distinct visual representations, making entitlements easier to track across roles.
Doughnut Charts: A refreshed UI features doughnut charts on the Employee Planner, Dashboard, and Overview, offering a clear view of separate Holiday and TOIL entitlements.
Enhanced Balances Display: Entitlements are split into Booked, Pending, and Remaining balances, providing transparency for holiday and TOIL requests.
Flexible Day/Hour Tracking: The interface adapts to users tracking time in days or hours. TOIL display is dynamic and only appears if relevant to the user.
Benefits:
Improved Clarity: Separate Holiday and TOIL balances (Booked, Pending, and Remaining) make tracking time off simpler for employees and managers.
Consistency across the Product: Entitlements are now uniformly represented from Planner to Dashboard, reducing errors.
For more details, view our Release Notes and feature video. Enjoy the updates, and reach out anytime with questions or feedback!
Best Regards,
PeopleHR Product Team
This looks great. I prefer option 2.
Hello everyone,
We are considering separating Holiday and TOIL entitlements from both calculation and visual perspectives. As part of this update, we are also looking to categorize the entitlements into:
Booked
Pending/Awaiting decision
Remaining
When it comes to visual separation within the Employee Planner and Employee Dashboard, which option would you prefer?
Option 1: Display Holidays and TOIL in two different charts.
Option 2: Display Holidays and TOIL together in one chart, but use different colors to distinguish them.
Please note that these are not the final designs. There are only some sketches to demonstrate the concept.
Thank you for your feedback!
Best Regards,
PHR Product Team